See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,502 | $72,492-40.0% | $87,100-50.1% | $72,985-40.4% |
| Participation rate | 89.7% | 72.8%+16.8pp | 76.9%+12.8pp | 69.5%+20.2pp |
| Annual return | 19.10% | 24.46%-5.4pp | 28.19%-9.1pp | 81.00%-61.9pp |
| Employer contribution / active EE | $1,755 | $1,894-7.3% | $2,521-30.4% | $2,440-28.1% |
| Participant deferral / active EE | $3,230 | $3,270-1.2% | $4,049-20.2% | $3,607-10.5% |
| Admin fee / account holder | $24 | $5,055-99.5% | $7,497-99.7% | $5,124-99.5% |